Looking back at my investing journey in 2021, I’ve learnt so much (mostly painful lessons) and made some pretty material changes to the portfolio. I’ve continued to gradually rotate the
Category: Portfolio Updates

The market continued its recovery in November but started stalling and completely fell apart towards the end of the month. Fears of inflation have become increasingly real, with more and

The market came roaring back with a vengeance in October, posting a convincing recovery after a pretty scary correction in September. The S&P 500 was up +6.9% for the month,
September was expected to be a seasonally weak month for the stock market, and indeed it was proven as such. S&P 500 was down 4.8% this month, the worst monthly
August was a nice positive month for all portfolios. There was also a nice opportunity to add to growth stocks during the dip around mid-month, though it was very short-lived.
July was a somewhat flattish month, though we did get a nice little dip mid-month. Added more to index funds on the dip but sadly the dip didn’t last long.
Growth stocks came back with a vengeance in June. That benefitted the portfolio since I’ve been swapping value stocks for growth stocks over the past year. However, the portfolio has
As expected, we got a sell off in May per the market adage “sell in May and go away”. There’s fear in the market due to rising bond yields and

Markets were moving sideways in April, since hitting all-time highs around mid-month. I didn’t see much opportunity for long-term adds, so I took the time to catch up on my

Wow March was another rollercoaster month. The ups and downs might have been good for a trader, but tooo bad I ain’t one. Felt a bit nauseous at certain points